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Terex
TEX

Overview Fund Activity

348 hedge funds and large institutions have $3B invested in Terex in 2024 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 118 increasing their positions, 123 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
348
Holders Change
-31
Holders Change %
-8.18%
% of All Funds
4.63%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
50
Increased
118
Reduced
123
Closed
75
Calls
$16.7M
Puts
$27.1M
Net Calls
-$10.4M
Net Calls Change
-$16.5M

Top Buyers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$59.2M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$406M
3
Fuller & Thaler Asset Management
3
Fuller & Thaler Asset Management
California
$99.4M
4
First Trust Advisors
4
First Trust Advisors
Illinois
$89.2M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$16.3M

Top Sellers

1
William Blair Investment Management
1
William Blair Investment Management
Illinois
$0
2
AIM
2
Atlantic Investment Management
New York
$7.16M
3
Invesco
3
Invesco
Georgia
$56.1M
4
AQR Capital Management
4
AQR Capital Management
Connecticut
$49.8M
5
HPC
5
HM Payson & Co
Maine
$364K
Name Holding Trade Value Shares
Change 		Shares
Change %
P
226
&Partners
Tennessee
$293K +$69.4K +1,505 +31%
ET
227
Entropy Technologies
New York
$289K -$522K -11,296 -64%
CWM
228
CIBC World Markets
New York
$288K +$288K +6,236 New
DWM
229
Dakota Wealth Management
Florida
$284K – – –
LAM
230
Lingohr Asset Management
Germany
$279K -$242K -5,352 -46%
AC
231
AXQ Capital
New Jersey
$277K +$277K +5,993 New
M&T Bank
232
M&T Bank
New York
$274K +$31.5K +682 +13%
TI
233
Tidal Investments
Wisconsin
$270K -$51.9K -1,123 -16%
Cambridge Investment Research Advisors
234
Cambridge Investment Research Advisors
Iowa
$267K +$21.9K +475 +9%
OAM
235
Oxford Asset Management
United Kingdom
$264K +$264K +5,704 New
US Bancorp
236
US Bancorp
Minnesota
$252K -$17.3K -375 -6%
SW
237
SkyOak Wealth
Michigan
$252K +$28.9K +626 +13%
VT
238
Vise Technologies
New York
$248K +$24.9K +538 +11%
QCM
239
Qsemble Capital Management
New York
$237K -$19.1K -414 -7%
SAM
240
Securian Asset Management
Minnesota
$233K -$7.07K -153 -3%
CWM
241
Congress Wealth Management
Massachusetts
$232K +$232K +5,022 New
SWP
242
Stratos Wealth Partners
Ohio
$231K -$423K -9,152 -65%
Mariner
243
Mariner
Kansas
$231K -$51.6K -1,117 -18%
QCM
244
QRG Capital Management
Illinois
$230K -$49.3K -1,066 -18%
PA
245
Pinnacle Associates
New York
$227K – – –
SCM
246
Shelton Capital Management
Colorado
$220K – – –
FFA
247
Florida Financial Advisors
Florida
$219K +$219K +4,732 New
EWA
248
Exencial Wealth Advisors
Oklahoma
$209K +$1.2K +26 +0.6%
TRCT
249
Tower Research Capital (TRC)
New York
$169K +$111K +2,403 +192%
ARMT
250
Amica Retiree Medical Trust
Rhode Island
$166K – – –
8 9
10
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